+437.2%
HQY price history and return analytics
+231.4%
+205.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.9% |
| 7D | -4.3% | -2.0% | -2.3% | -2.2% |
| 30D | -10.4% | -1.4% | -9.0% | -9.2% |
| 3M | +5.4% | +4.7% | +0.7% | -0.5% |
| 6M | +20.4% | +11.4% | +9.1% | +5.8% |
| YTD | +3.2% | +13.1% | -9.8% | -11.1% |
| 1Y | +3.3% | +19.0% | -15.7% | -16.0% |
| 3Y | +39.0% | +73.9% | -35.0% | -26.7% |
| 5Y | +48.2% | +65.4% | -17.2% | -19.2% |
| 10Y | +183.8% | +225.4% | -41.6% | -27.2% |
| All | +437.2% | +231.4% | +205.9% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling